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Reading: Aaron Levie says AI value sits in the bridge to real workflows
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Aaron Levie says AI value sits in the bridge to real workflows

Box's CEO tells Sequoia why the application layer, not the model, is where AI value gets captured in the enterprise.

Techflier Staff
Last updated: September 17, 2026 2:21 am
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Box co-founder and CEO Aaron Levie tells Sequoia that reinventing a public company for AI is harder than starting one, since quarterly earnings leave little room for a slow transition. His argument is that the durable value sits not in the model itself but in the bridge from raw capability to the workflow inside a bank, a law firm or a pharma company.

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TAGGED:AI modelsenterprise AISaaSSequoia Capitalventure capital
SOURCES:Sequoia Capital
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